Admin and Accounts Assistant

3 weeks ago


London, Greater London, United Kingdom undisclosed Full time
Job Title: Admin and Accounts Assistant

Undisclosed is seeking a skilled Admin and Accounts Assistant to join their Investment Services team. This role involves providing administrative support, handling client enquiries, and carrying out tasks in support of the sales process.

Key Responsibilities:

  • Manage the client review process and prepare spreadsheets and reports.
  • Draft letters and reports as needed.
  • Sourcing new business illustrations for Investment and Pensions Consultants.
  • Processing new business applications and ensuring correct documentation.
  • Maintaining the client database.
  • Assisting with ongoing research into suitable investment funds.
  • Completing administration efficiently to meet record-keeping and file quality standards.
  • Upholding the firm's high client care standards and ensuring compliance with FSA rules.


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